Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,223 | $83,337-69.7% | $67,834-62.8% | $273,972-90.8% |
| Participation rate | 88.2% | 76.4%+11.8pp | 68.8%+19.4pp | 83.0%+5.2pp |
| Annual return | 6.68% | 259.45%-252.8pp | 138.47%-131.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,731 | $3,287-47.3% | $2,403-28.0% | $4,869-64.4% |
| Participant deferral / active EE | $2,096 | $4,088-48.7% | $3,160-33.7% | $5,287-60.4% |
| Admin fee / account holder | $1,913 | $6,752-71.7% | $4,622-58.6% | $10,133-81.1% |